Job Summary
A company is looking for a Client Onboarding Advisor.
Key Responsibilities
- Act as the primary point of contact for a portfolio of clients, building trusted relationships
- Coordinate service delivery across various teams to ensure timely and seamless service
- Monitor client progress and milestones, addressing any issues proactively
Required Qualifications
- Proven success in a client-facing or account management role
- Experience coordinating services across multiple departments or specialties
- Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
- Salesforce or equivalent CRM experience preferred
- Bachelor's degree is a plus
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